Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$422K Buy
2,430
+263
+12% +$45.7K 0.05% 137
2024
Q2
$377K Buy
2,167
+133
+7% +$23.1K 0.04% 141
2024
Q1
$277K Buy
2,034
+111
+6% +$15.1K 0.04% 133
2023
Q4
$200K Buy
+1,923
New +$200K 0.04% 154
2021
Q1
Sell
-1,458
Closed -$118K 312
2020
Q4
$118K Buy
+1,458
New +$118K 0.1% 124